The lumber market has been facing pressure, with futures trading at $595 on August 19 and dropping to $530 in late November. The WOOD and CUT ETFs, alongside WY shares, have also declined since August. Lumber futures for January 2026 have fluctuated between $527.50 and $699.00 this year, hitting a low of $532 in late November.

The iShares Global Timber & Forestry ETF (WOOD) settled at $74.52 per share on August 19 but dropped to $67.74 by late November. The Invesco MSCI Global Timber ETF (CUT) followed a similar trend, settling at $30.68 per share in August and dropping to $27.86 in late November. WY shares also declined from $26.33 to $21.46 during the same period.

Lumber typically peaks in spring and summer, with lows in fall and winter. With lumber futures closer to the low end of the price range, there is limited downside. U.S. tariffs on Canadian lumber suppliers could distort prices, while falling U.S. interest rates in 2026 may boost new home construction and lumber demand.

As the offseason for lumber demand approaches, it could be a good time to accumulate lumber-related assets. WY shares, in particular, have declined significantly, offering an attractive investment opportunity. By accumulating assets on a scale-down basis, investors may benefit from potential price recoveries in 2026.

Read more at Yahoo Finance: Is Lumber Waiting Until Spring to Recover?